Swyft Filings

• Build Pipeline & Close New Partnerships • Identify, prioritize, and develop high-value partnership opportunities aligned with growth strategy for Beacon and SnapMailbox • Own outbound prospecting across email, LinkedIn, partnerships, and creative channels to generate new pipeline • Lead discovery, positioning and deal strategy for each opportunity • Structure partnership models and negotiate terms to drive mutual value • Own full deal cycle from first touch through signed agreement • Maintain a disciplined pipeline with clear stage progression, prioritization, and forecasting • Lead partner kickoff and ensure smooth transition from signed deal to go-live • Align internal teams and partners on launch plan, timelines, and initial execution • Ensure partners have the tools, messaging, and access needed to succeed • Drive measurable early performance in the first 30–60 days • Identify and remove initial friction to get partners producing results quickly • Partner with marketing, product, and operations teams to support ongoing success • Share insights from partner conversations to improve strategy and execution

This position is remote; however, we do require employees to reside in the Greater Houston Area in the event that an in-person training/event occurs. About the Company 360 Legal is a leading provider of online legal and business solutions, offering a suite of innovative, easy-to-use platforms designed to empower individuals, entrepreneurs, nonprofits, and businesses at every stage. As the parent company of a growing family of brands, 360 Legal delivers accessible and affordable services across a wide range of needs – from business formation and trademark registration to estate planning, legal documents, mail management, and nonprofit compliance. About the Brand Swyft Legal is on the cutting edge of revolutionizing legal services to help small businesses and individuals by using technology to break through the barriers of traditional, timely, and expensive legal services. Swyft Legal is an Alternative Business Structure that allows non-lawyers to own law firms and legal service providers through smarter and more efficient means. Swyft Legal services the customers of our sister company Swyft Filings and its related entities to help “Empower the Aspirational.” Since 2015, Swyft Filings and its companies have grown from a lawyer and two online entrepreneurs into a team of 95 strong – and you can bet we’re not done yet. We’re proud to have been ranked as one of the fastest-growing companies in Houston, nationally by the Inc 5000 for four years in a row. As we anticipate an exciting future, we invite you to be part of our ongoing journey, contributing to our culture of innovation and excellence. About You To empower the aspirational so our clients can fulfill their dreams, we need a Document Specialist to review each document carefully, ensuring accuracy and meeting deadlines, all while creating an exceptional customer experience. You will take ownership of obtaining, reviewing, and assembling documentation promptly, while consistently keeping customers up-to-date. This role will help us provide everything needed for searching, filing and maintaining of a trademark to protect the name, brand, slogan or logo for the life of its use, with the potential for expanded documentation responsibilties. Leveraging legal knowledge and technology, utilizing the combined skills of our founders, we have streamlined the process and trained our Document Specialists to help our clients every step of the way. We are looking for goal oriented team-players to help us create and build the businesses of our customers. You’re a self-starter, a learner, a problem solver – someone who can think on their feet and is comfortable taking the initiative in a fast-paced environment while paying close attention to detail. General Expectations - Punctuality – Be on time. - Accountability – Hold yourself and your teammates accountable for your work. - Mutual respect - Embrace the talents of your colleagues and our clients. - Integrity - Do what’s right, because it’s right. - Quality - Make something better, today. - Empathy - Build connections through kindness. - Empowerment - Live our mission. - Consistency – Dependably maintain a high quality for your work you conduct. - Innovation - Believe it’s possible. - Problem Solving - There is no such thing as “Not my problem.” - Humility - Embrace and drive change. - Fearlessness - Challenge yourself to think and dream big. - Reliability – Consistent attendance and punctuality What You'll Do - Become a Trademark and Copyright filing expert through constant training - Be responsible for accurate and timely production of legal documents for the customer and/or government agencies - Manage and coordinate third-party filings and process serving deadlines - Provide quality service by maintaining and following procedures, staying up-to-date with government requirements, resolving processing complications, and recording time measurements - Work closely with Swyft Legal Attorneys, Customer Service and Operations, communicating effectively throughout the organization. - Consistently communicate status updates with customers - Support operations by cross-training on related jobs - Contribute to team effort by accomplishing related results as needed What You'll Need - Copyediting, proofreading, or detailed documentation review experience - Basic computer skills with Microsoft Office, Internet, and related software applications - Professional team player with the ability to multi-task in a fun, fast-paced environment - Effective communication and the ability to explain complicated terms to non-technical audiences - Willingness to learn, take on new initiatives, and not require micro-managing - Ability to be adaptable, highly organized, proactive and detail-oriented - Experience conducting general research

• Conduct and review trademark searches and provide strategic advice and risk analyses. • Advise clients on the registrability and strength of their marks. • File a high volume of trademark applications at the U.S. Patent & Trademark Office. • Respond to Office actions. • Assist senior trademark attorneys with their caseloads. • Increase access to the law by helping small businesses register trademarks and spend more time giving legal advice than powering through administrative minutiae. • Contribute to Swyft Legal’s mission and help us strategically grow in our efforts to give more people access to legal services as we expand our services.

• Source & Close New Partnerships • Identify and qualify partners aligned with Beacon and SnapMailbox growth goals • Lead outreach and manage conversations through deal execution • Maintain a structured pipeline with clear stage progression and forecasting • Coordinate internally to ensure launch readiness • Launch & Activate • Own partner onboarding and activation planning • Ensure partners have the tools, messaging, and access needed to succeed • Drive measurable early performance in the first 30–60 days • Identify and remove friction during launch • Manage & Grow Active Partnerships • Serve as primary relationship owner post-activation • Monitor performance against revenue and engagement targets • Lead regular performance check-ins • Identify optimization and expansion opportunities • Drive Accountability & Insight • Report weekly on pipeline health, deal velocity, and early performance • Flag risks, stalled deals, or underperforming launches early • Use data to inform execution improvements, not just status updates • Share insights to improve future partnership strategy and execution

• Design, pilot, and scale revenue generating sales strategies aligned to 360 Legals’ products and customer segments • Build and execute new sales motions across outbound, inbound conversion, and consultative sales models • Lead sales pilots and experimentation to validate messaging, pricing, processes, and team structure • Translate pilot insights into repeatable, scalable sales playbooks • Own revenue targets and sales performance outcomes across assigned channels and brands • Establish and monitor KPIs, dashboards, and reporting to track pipeline health, conversion rates, and revenue performance • Optimize sales processes to improve efficiency, forecasting accuracy, and close rates • Partner with Finance and executive leadership on revenue forecasting and planning • Build, lead, and develop high performing sales teams as the organization scales • Define sales roles, capacity models, compensation structures, and incentive plans • Coach and mentor sales leaders and individual contributors to drive performance and accountability • Establish clear expectations, operating rhythms, and performance standards • Partner with Marketing to align lead generation, messaging, and funnel performance • Collaborate with Product, Legal, and Operations teams to ensure alignment with product capabilities and compliance requirements • Provide structured customer and prospect feedback to inform product and service improvements • Serve as a strategic advisor to executive leadership on sales strategy and market trends • Design and implement scalable sales processes, tools, and systems • Develop onboarding, training, and enablement programs to accelerate ramp time • Ensure sales operations are data driven, compliant, and aligned with company standards • Standardize documentation, workflows, and best practices across the sales organization